William Robert Tatlonghari

Employer firm

Meridian Wealth Partners, LLC CRD 287768

$1.37B regulatory AUM 85 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2024 → Present
  Meridian Wealth Partners, Llc
  Exton, PA
• 06/2023 → 04/2024
  Sei Investments Company
  Oaks, PA
• 06/2021 → 08/2021
  Meridian Bank
  Malvern, PA
• 05/2020 → 08/2020
  Flagstaff Concrete
  Philadelphia, PA
• 05/2017 → 08/2019
  Flourtown Day Camp
  Flourtown, PA
• 08/2019 → 05/2023
  Ursinus College
  Collegeville, PA
• 08/2015 → 06/2019
  High School
  Flourtown, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-21

Other Names

• William Tatlonghari